Richard BirchCRD Number: 5968314
Current Firm: Hefren-tillotson, Inc.
Richard Birch (CRD# 5968314) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Pittsburgh, PA and has over 5 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Hefren-tillotson, Inc.||Pittsburgh, PA||Aug 2011 - Current||6|
|Peter Caroff & Associates||Pittsburgh, PA||Apr 2009 - Jun 2011||2|
|Eckert, Seamans, Cherin & Mellott||Pittsburgh, PA||Jul 2007 - Apr 2009||1|
|Marshall, Dennehey, Warner, Coleman & Goggin||Pittsburgh, PA||Sep 2006 - Jun 2007||< 1|
|Washington County Court Of Common Pleas||Washington, PA||Jan 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management5,841MILLIONS
Total Number of Accounts19,042ACCOUNTS
Average Account Value$306,765
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WV